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| Section | Objectives |
|---|---|
| Topic 1: Security, Reporting, and Integration | - Data security and sharing models - Reporting and dashboards in Financial Services Cloud - Integration with Salesforce ecosystem tools |
| Topic 2: Financial Services Cloud Fundamentals | - Industry use cases in banking and insurance - Core concepts and value proposition of Financial Services Cloud |
| Topic 3: Data Model and Architecture | - Financial accounts and household structures - Accounts, Contacts, Households, and Relationships |
| Topic 4: Client and Customer Management | - Relationship Groups and role modeling - Client lifecycle management processes |
| Topic 5: Financial Services Processes | - Wealth and insurance workflows - Sales and service process automation |
A private equity company with only one administrator wants to upgrade Agentforce Financial Services from an Agentforce Sales Unlimited Edition (UE) org. The company decided to install Agentforce Financial Services greenfield on a new org to minimize the transfer of existing tech debt. In preparation for data migration, the administrator has been exporting backup files of the current org for a month. What should the administrator do as part of the preparation for the data migration process?
Correct Answer: D 🗳️
Explanation: Only visible for VCEPrep members. You can sign-up / login (it's free).
Which three permission sets grant access or extend permissions for record alerts in Agentforce Financial Services?
Correct Answer: A,C,E 🗳️
Explanation: Only visible for VCEPrep members. You can sign-up / login (it's free).
Cumulus Cloud Bank needs help onboarding new customers. The business process requires updating the Know Your Customer (KYC) document checklist and performing internal tasks in a predefined order.
However, during an internal audit, it was found that bankers often miss these tasks and still move to the next stage of the onboarding process. What should a consultant recommend?
Correct Answer: C 🗳️
Explanation: Only visible for VCEPrep members. You can sign-up / login (it's free).
A financial services company needs to add new values for how a customer can be related to a financial account. Which object/field should the administrator add new values on?
Correct Answer: A 🗳️
Explanation: Only visible for VCEPrep members. You can sign-up / login (it's free).
A financial institution has custom security and visibility rules where certain users need to see specific records even though they are not typically engaged in that Account. This includes legal and compliance members who must be engaged for particular deals. Which Financial Services Cloud capability provides the ability to accommodate this request?
Correct Answer: B 🗳️
Explanation: Only visible for VCEPrep members. You can sign-up / login (it's free).
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